Category: Finance

I stumbled upon this long interview (2 hrs 25 mins) of Anthony Deden who is Chairman of Edelweiss Holdings! He is amazingly articulate and his clarity of thought (in his domain) reminded me of Charlie Munger! Watch this interview at leisure and with full attention...and let it sink in...slowly. https://www.youtube.com/watch?v=a4_U6bS-cU4

Last week I posted a blog on the 10 Years Challenge and the craze of the challenge is still going sttong! Today I received the 10 Years Challenge applied to the Indian stock market. It's an interesting reminder of what right or wrong stock selection can do to your portfolio. Those who have been in... Continue Reading →

Saw this interesting message on Twitter. Forgot to note the person who posted it and now I cannot find him. Will update once I find. --------------------------------------------------- Attached list has names arranged in descending order of best CAGR returns in recorded investing history. Warren Buffet sits somewhere in middle. So why is he the most successful... Continue Reading →

Yesterday I posted a short blog post with link to 2018 Annual General Meeting of Berkshire Hathaway. I watched the Live telecast of the AGM till very late night (as per India Time). Some days back I posted a blog on Charlie Munger and shared some of his videos. Few days later I wrote another... Continue Reading →

I came across a couple of interesting articles on Reliance Jio (Mukesh Ambani's $38 billion "start-up") suggesting that the accounting practices (just like a lot of other things at the Ambani Group) could be dubious. I want to write something on valuation and Indian equity markets since a long time...meanwhile do read this article. Ambani’s... Continue Reading →

Some interesting stories have unfolded in the Indian Banking and Financial Sector in last 1-2 months. First, there was the Nirav Modi and Punjab National Bank scam, and since then many Banking frauds or scams are coming in light. But there is one peculiar story that is still not being seriously pursued. Few days ago... Continue Reading →